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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $76,877 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $58,813 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
23 funds of $250K or more; 25 lines in all, holding $36.3M of the plan's $35.7M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1KGPF Manager not matched · Other | $4.8M | 13.1% |
| Vfiax Manager not matched · Other | $3.7M | 10.2% |
| Trfhx Manager not matched · Other | $3.3M | 9.1% |
| Vwenx Manager not matched · Other | $2.5M | 7.0% |
| Gibrx Manager not matched · Other | $2.5M | 6.8% |
| 1PGOEX Manager not matched · Other | $2.1M | 5.9% |
| Rnwgx Manager not matched · Other | $2.1M | 5.8% |
| Vsmax Manager not matched · Other | $2.0M | 5.5% |
| Trikx Manager not matched · Other | $1.8M | 5.0% |
| Trfjx Manager not matched · Other | $1.5M | 4.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.